@Ericali he said you're a bell end with few redeeming features 😂
He didn't 😉👍
This is a tough time for me, I have just put my daughter to bed for the last time in what could possibly be up to 7 months. Life is a bit shit atm.
Terrible that. All the best mate. Shit times were going through
@PompeyFc many of the top teams players have soared already, particularly the youth. Foden, Martinelli, Rash, Greenwood. I predicted, though not publicly, that harvey Elliott would rise next. I now think you could see a big rise in Troy Parrott or maybe Tammy or Pulisic. (Hold none)
But that's just because they will, not because they really look like value to me. In terms of value, I loaded up on Tierney and Cancelo this morning. Neither have really had a bounce yet, maybe Tierney a little, and both had their prices really suppressed pre-COVID and could both become massively more valuable with more favourable circumstances going forward
See, I have already worked out how to reply! Dan, no. If I passed vesp in the street I wouldn't know who he was. In fact I don't even know what his real name is, likewise I doubt he knows mine. I prefer it that way
For some reason I've always imagined vesp to look like Judd Trump
@Vespasian32 exactly. I dont want to appear blinkered or like I'm just being cavalier about the concerns over the sustainability of the platform, but this is an absolutely massive point in this debate.
I get that if there was a huge run on the market it would hurt FI, but I hope to have illustrated that their margins are fuckin massive
Should also say welcome @Baydog, good to have another level head about the place, hope you continue to contribute
@DillyDong the cap app is from other users attracted to the platform by FI, it's not out of FI's pockets. It just means he's paid more commission to them on selling vs no CA.
This seems to be lost on virtually everybody, so much so that I've even begun to question the logic myself, but it is correct and it is a massive point that people just gloss over or fail to understand when talking about sustainability.
So baydog talked about all his buy prices. The one I remember off hand was haverts at £2.20. So let's say he bought 1000. That's £2200 straight into FIs coffers. Let's say Baydog has had every single penny of Havertz's 37p yield, so hes took £370. FI still have £1830 of profit from him.
But he then IS'd straight back to FI Pre-OB at say £5. So FI stump up the 5K and they are now at a loss to the tune of £3170.
But what people forget is the WOM that's driven Havertz up. So say his market price was £5.50 at the time, and assume a 700 delta on Havertz, even though the delta changes came in when Havertz had risen considerably from £2.20, therefore the figure I'm working towards will be a very conservative one. I dont care about that though because I know having not yet worked it out, that it's still gonna be huge.
So Havertz has gone from £2.20 to £5.50 in the time that FI had Baydogs money. We can say that the average buy prics in that time was £3.85, the median. But this has been paid 700 times per 1p rise, with a 330p rise
So the calculation becomes 330(700x3.85)=889,350
So in reality FI have made £889,350 profit on Kai Havertz in the time between Baydog buying and selling his 1000.
This makes no account of other sellers who have market sold Havertz in the period, paying 2% a pop.
It makes no account of all IS's on Havertz, being bought back by FI at a reduced price which was set by their own risk team. On this point in particular, I'll clarify for those who donta understand. Yeh so somebody IS's 700 havertz are any price point between £2.20 and £5.50. Lets say £4. This drives his price down a penny and costs FI £2800. But this just means that the 700 have been re-bought at full market price. We know this to be a fact because Havertz is now way beyond £4. So far from hurting FI's margin it actually increases it, but these numbers cannot be quantified so I'll stick with my minimum figure of £889,350.
But baydogs net profit on Havertz in this example is £3170 as stated above.
So FI have made £886,180 on Havertz at the moment Baydog sells.
This is just 1 player.
@Royston-Vasey never is at the minute, frustrating few games. Well done mate
After being linked with Arsenal, hes apparently had a medical at Saint-Etienne. A side not famed for their PB and obviously no MB where the potential for MB was pretty high
@Erased-Citizen just depends how you've traded mate. I'll be completely honest, all my BL holds have spiked and dipped and theres probably 3 of them I'm looking at now and really wishing I'd sold ths spike, using the money to pile into a couple of EPL players. Bit frustrating but I've been here before. These are the times that make ya.
Over trading, mass IS'ing, and giving in to FOMO can destroy what have been excellent trades and decimate an excellent month in 20 minutes. Think carefully before u act at a time like this
@Erased-Citizen you losing the faith mate? Defo a bit of an underwhelming few games from.him I have to admit. It's great when they deliver immediately, the way Tah, Demirbay, Klostermann and Sabitzer have done but it cant always work like that. I'm defo keeping the faith
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